The people who perform a physical inventory on site can update asset records on paper or in the Fixed Assets Inventory module. This topic lists the tasks required for both methods.

Update records in the Fixed Assets Inventory module

If assets were found or not found, select the status (Found - not changed or Found - changed) in the Inventory Status field and record any changes to the asset on the Edit > Additional Asset Information > Notes tab.

If assets were disposed of, choose Edit > Additional Asset Information and enter the disposal information on the Disposal tab. The Inventory Status field will be updated to Disposed.

If new assets were found, choose Edit > Add Asset and enter the asset's details in the Add Asset dialog. The Inventory Status field will be updated to New.

Update records on paper worksheets

If assets were found or not found, record any changes to the assets on the appropriate Asset Detail Worksheet.

If assets were disposed of, fill out the Trade or Sale Worksheet as appropriate.

Record any new assets that were found on a New Asset Worksheet.

Internal notes

Support: The separate license needed to access the Inventory Module is named DINVNAME.DAT.

You first need to verify if the firm is licensed for the Inventory module in Flash or EMS. If they are, have the user download their licenses. If the firm encounters issues downloading their licenses, you can download the firm's license, rename their DWNAME.DAT to DINVNAME.DAT, and then email the license file you created to the firm.

Never walk an external user through renaming their DWNAME.DAT license. This is to be completed internally only if a firm is having problems with downloading their licenses.

If the firm is not licensed for the Inventory module, you will need to submit an EMS Help Desk ticket so that the license can be made available to the firm through CS Connect. If the firm does not license the Inventory Module and is interested in doing so please transfer the user to Sales (x751363).